Manage episode 297804040 series 2715678
In this week's two-part episode, Brad and Jonathan provide personal examples and insight on relatively safe ways to experiment with your FI investment plan! Later in the show, Sean Mullaney joins the guys to discuss revocable living trusts and how they can fit in with the, "hard to think about," side of future tax planning!
Resources Mentioned In Today's Conversation
- Tax Basis for Beginners
- Transferring A Primary Residence To Children
- What Does Inflation Mean for Investors? With Big ERN | EP 331
- Are You as Diversified as You Think You Are? With Frank Vasquez | EP 313
- Risk Parity Radio
- Transform Your Tax Return Into a Springboard for Financial Planning | EP 332
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